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Procter & Gamble

3,358 hedge funds and large institutions have $227B invested in Procter & Gamble in 2023 Q1 according to their latest regulatory filings, with 161 funds opening new positions, 1,470 increasing their positions, 1,363 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,358
Holders Change
-25
Holders Change %
-0.74%
% of All Funds
53.75%
Holding in Top 10
283
Holding in Top 10 Change
-52
Holding in Top 10 Change %
-15.52%
% of All Funds
4.53%
New
161
Increased
1,470
Reduced
1,363
Closed
112
Calls
$2.48B
Puts
$1.63B
Net Calls
+$853M
Net Calls Change
-$317M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
1376
Clearstead Trust
Maine
$3.13M -$3.03M -20,390 -49%
TA
1377
TFB Advisors
Kansas
$3.13M +$40K +269 +1%
PBO
1378
Peoples Bank (Ohio)
Ohio
$3.12M -$67.4K -453 -2%
CYG
1379
Clean Yield Group
Vermont
$3.12M -$25.9K -174 -0.8%
MBT
1380
Montecito Bank & Trust
California
$3.12M +$10.6K +71 +0.3%
TA
1381
TFG Advisers
Michigan
$3.11M +$9.96K +67 +0.3%
GIM
1382
Guardian Investment Management
California
$3.1M +$496K +3,662 +19%
SIAP
1383
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.1M +$377K +2,533 +14%
SCA
1384
St. Clair Advisors
Ohio
$3.1M +$1.06M +7,150 +52%
CFG
1385
Cooper Financial Group
California
$3.08M +$29K +195 +1%
EWM
1386
Empirical Wealth Management
Washington
$3.08M -$102K -688 -3%
WTA
1387
Washington Trust Advisors
Massachusetts
$3.06M -$7.43K -50 -0.2%
AFA
1388
AllGen Financial Advisors
Florida
$3.06M -$19.3K -130 -0.6%
BG
1389
Bollard Group
Massachusetts
$3.05M +$17.5K +118 +0.6%
MGAM
1390
McGowan Group Asset Management
Texas
$3.05M +$472K +3,172 +18%
AAM
1391
Auxier Asset Management
Oregon
$3.04M -$61K -410 -2%
OAM
1392
Oak Asset Management
California
$3.04M -$16.4K -110 -0.5%
ST
1393
Somerset Trust
Pennsylvania
$3.03M -$238K -1,603 -7%
LCM
1394
Leisure Capital Management
California
$3.03M +$8.92K +60 +0.3%
SIAG
1395
Signet Investment Advisory Group
Rhode Island
$3.02M +$6.69K +45 +0.2%
EFG
1396
Everhart Financial Group
Ohio
$3.02M +$190K +1,281 +7%
FCCM
1397
First City Capital Management
Georgia
$3.01M -$49.1K -314 -2%
CCWA
1398
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.01M +$614K +4,127 +26%
SIMM
1399
Stillwater Investment Management (Minnesota)
Minnesota
$3.01M +$3.12K +21 +0.1%
CA
1400
CGN Advisors
Kansas
$3.01M +$411K +2,766 +16%